Adding Staff
Step 1: Navigate to the Staff Page
Select 'Staff' from the top menu to open the Staff Page
Step 2: Click Add New from the Staff Page Header
Fill in the profile details for the staff member and click 'Save'
Step 3: Review New Staff Member
New staff will immediately appear on the left hand sidebar upon saving.
Click the new staff member from the sidebar and click 'Edit' should you wish to amend any of their details.
Onboarding Staff
Step 1: Select Staff Member
Select the newly added staff member from the sidebar.
TIP: Hold ctrl or cmd to highlight more than one staff member, if you've just uploaded or added more than one.
Step 2: Send Login Details
Right click the sidebar and select "Send Login Details."
An email will be sent to staff including login details and download links for the uTRAC App for staff.
TIP: Supplement your message by creating an onboarding email template with additional instructions relevant to your business and workflows.